See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,500 | $88,083+56.1% | $164,813-16.6% | $74,495+84.6% |
| Participation rate | 97.7% | 73.0%+24.7pp | 78.6%+19.1pp | 67.2%+30.5pp |
| Annual return | 16.65% | 17.26%-0.6pp | 69.93%-53.3pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $19,216 | $2,593+641.1% | $4,341+342.7% | $2,623+632.6% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,690-100.0% | $1,942-100.0% |